Antin Infrastructure Partners, a Paris-based infrastructure firm and partner of BNP Paribas Investment Partners, is looking to rebalance its portfolio over the year by increasing investments in the energy sector.
The agriculture sector looks set to generate impressive returns in the next few years, despite volatility in commodity and equity markets, according to Baring Asset Management.
BRIC (Brazil, Russia, India and China) nations are proving to be of great long-term significance as they integrate into the global economy, surpassing one of the worst inflation-adjusted decades in stock market history.
James Hanbury, portfolio manager of Odey Asset Management’s UCITs-compliant Odey U.K. Absolute Return Fund, is adding exposure to defensive large-cap names such as Tesco, GlaxoSmithKline and Compass Group.
Fund manager Threadneedle is revising expectations for economic recovery as several major economies have now emerged from recessions.